American Express Co
AXP- Exchange
- NYSE
- Industry
- Finance Services
- SEC CIK
- 0000004962
In the last 90 days, American Express Co insiders filed 0 open-market purchases and 1 sale; 3,022 institutions reported holding it in 13F filings for Q2 2026, worth $195.1B in total; 8 superinvestors hold it, including Berkshire Hathaway and Markel Group.
13F holders, Q2 2024
Institutional positions in American Express Co as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,349
- +65 vs. Q1 2024
- Shares held
- 603.7M
- −7.19M (−1.2%) vs. Q1 2024
- Total value
- $139.8B
- +$833.6M (+0.6%) vs. Q1 2024
- New holders
- 171
- 830 more added
- Sold out
- 106
- 927 more reduced
32 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AXP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,022 | $195.1B |
| Q1 2026 | 2,912 | $174.8B |
| Q4 2025 | 3,043 | $216.8B |
| Q3 2025 | 2,758 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,627 | $160.7B |
| Q4 2024 | 2,642 | $177.5B |
| Q3 2024 | 2,459 | $160.6B |
| Q2 2024 | 2,349 | $139.8B |
| Q1 2024 | 2,316 | $139.5B |
| Q4 2023 | 2,192 | $114.5B |
| Q3 2023 | 2,003 | $91.3B |
| Q2 2023 | 2,048 | $107.9B |
| Q1 2023 | 2,056 | $102.9B |
| Q4 2022 | 2,008 | $92.3B |
| Q3 2022 | 1,919 | $85.1B |
| Q2 2022 | 1,975 | $88.0B |
| Q1 2022 | 2,067 | $120.0B |
| Q4 2021 | 2,005 | $106.1B |
| Q3 2021 | 1,879 | $111.2B |
| Q2 2021 | 1,851 | $112.6B |
| Q1 2021 | 1,781 | $96.5B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UniSuper Management Pty Ltd | 101,849 | $23.6M | 0.20% | +14,702+16.9% | Added |
| Steward Partners Investment Advisory, LLC | 101,395 | $23.5M | 0.25% | +4,601+4.8% | Added |
| CIBC Asset Management Inc | 101,252 | $23.4M | 0.08% | −5,934−5.5% | Reduced |
| Quilter Plc | 101,131 | $23.4M | 0.53% | −3,940−3.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 100,935 | $23.4M | 0.35% | −1,911−1.9% | Reduced |
| AMF Pensionsforsakring AB | 100,833 | $23.4M | 0.17% | −268,908−72.7% | Reduced |
| Franklin Street Advisors Inc | 100,787 | $23.3M | 1.67% | −21,761−17.8% | Reduced |
| Xponance, Inc. | 100,194 | $23.2M | 0.24% | +686+0.7% | Added |
| Noesis Capital Mangement Corp | 99,503 | $23.0M | 5.11% | +102+0.1% | Added |
| Cresset Asset Management, LLC | 98,506 | $22.8M | 0.10% | +15,171+18.2% | Added |
| Henshaw Capital LLC | 98,305 | $22.8M | 1.03% | 00.0% | Unchanged |
| Investment House LLC | 98,101 | $22.7M | 1.30% | +1,327+1.4% | Added |
| Crossmark Global Holdings, Inc. | 98,067 | $22.7M | 0.43% | +26,220+36.5% | Added |
| Bragg Financial Advisors, Inc | 97,333 | $22.5M | 1.01% | −3,771−3.7% | Reduced |
| Andra AP-fonden | 96,248 | $22.3M | 0.37% | +45,400+89.3% | Added |
| CBOE Vest Financial, LLC | 96,207 | $22.3M | 0.53% | +15,025+18.5% | Added |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 94,663 | $21.9M | 0.25% | +94,663 | New |
| Chesley Taft & Associates LLC | 94,346 | $21.8M | 1.10% | −209−0.2% | Reduced |
| Utah Retirement Systems | 93,522 | $21.7M | 0.26% | −7,100−7.1% | Reduced |
| Tiaa Trust, National Association | 93,479 | $21.6M | 0.07% | +57,392+159.0% | Added |
| United Services Automobile Association | 93,358 | $21.6M | 0.55% | −1,180−1.2% | Reduced |
| Welch & Forbes LLC | 89,384 | $21.2M | 0.28% | +321+0.4% | Added |
| Kestra Advisory Services, LLC | 90,810 | $21.0M | 0.12% | +31,603+53.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 89,672 | $20.8M | 0.08% | +1,511+1.7% | Added |
| Fiduciary Trust Co | 88,846 | $20.6M | 0.31% | −2,068−2.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 88,299 | $20.4M | 0.05% | +88,299 | New |
| Citizens Financial Group Inc | 87,648 | $20.3M | 0.45% | +3,559+4.2% | Added |
| New York Life Investment Management LLC | 87,313 | $20.2M | 0.20% | +51+0.1% | Added |
| Brinker Capital Investments, LLC | 85,741 | $19.9M | 0.21% | −9,809−10.3% | Reduced |
| Orion Portfolio Solutions, LLC | 85,741 | $19.9M | 0.21% | −9,809−10.3% | Reduced |
| Cobblestone Capital Advisors LLC | 85,500 | $19.8M | 1.22% | −12,803−13.0% | Reduced |
| Millennium Management LLC | 84,848 | $19.6M | 0.02% | −743,368−89.8% | Reduced |
| Beacon Pointe Advisors, LLC | 84,161 | $19.5M | 0.23% | +1,772+2.2% | Added |
| Swiss Life Asset Management Ltd | 83,914 | $19.4M | 0.23% | +9,816+13.2% | Added |
| LVM Capital Management Ltd | 83,787 | $19.4M | 2.21% | −152−0.2% | Reduced |
| Rheos Capital Works Inc. | 82,700 | $19.1M | 1.00% | −102,000−55.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 82,032 | $19.0M | 0.63% | −19,345−19.1% | Reduced |
| HM Payson & Co | 81,844 | $19.0M | 0.34% | −1,615−1.9% | Reduced |
| Baxter Bros Inc | 81,125 | $18.8M | 2.46% | −172−0.2% | Reduced |
| Founders Capital Management, LLC | 80,218 | $18.6M | 3.34% | −250−0.3% | Reduced |
| Yousif Capital Management, LLC | 80,031 | $18.5M | 0.21% | −2,664−3.2% | Reduced |
| Abner Herrman & Brock LLC | 78,525 | $18.2M | 2.30% | −1,809−2.3% | Reduced |
| TD Waterhouse Canada Inc. | 77,339 | $18.1M | 0.16% | +18,888+32.3% | Added |
| Great West Life Assurance Co | 78,201 | $18.1M | 0.03% | +101+0.1% | Added |
| MML Investors Services, LLC | 77,301 | $17.9M | 0.07% | −19,774−20.4% | Reduced |
| Penserra Capital Management LLC | 77,201 | $17.9M | 0.23% | −19,830−20.4% | Reduced |
| Brookstone Capital Management | 71,181 | $17.8M | 0.30% | +9,483+15.4% | Added |
| Eastern Bank | 76,789 | $17.8M | 0.72% | +43,780+132.6% | Added |
| QRG Capital Management, Inc. | 75,567 | $17.5M | 0.21% | +5,680+8.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 75,563 | $17.5M | 0.19% | +3,880+5.4% | Added |
| Mesirow Financial Investment Management, Inc. | 74,742 | $17.3M | 0.39% | +1,944+2.7% | Added |
| Point72 Asset Management, L.P. | 74,742 | $17.3M | 0.06% | +74,742 | New |
| Clifford Capital Partners LLC | 73,832 | $17.1M | 3.72% | −15,492−17.3% | Reduced |
| Marco Investment Management LLC | 73,264 | $17.0M | 1.56% | −870−1.2% | Reduced |
| Prudential PLC | 73,256 | $17.0M | 0.12% | +3,940+5.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 74,252 | $17.0M | 0.08% | −94,729−56.1% | Reduced |
| Natixis | 72,978 | $16.9M | 0.11% | +41,702+133.3% | Added |
| Ethic Inc. | 72,958 | $16.9M | 0.40% | +3,596+5.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 72,851 | $16.9M | 3.02% | +723+1.0% | Added |
| Worldquant Millennium Advisors LLC | 72,690 | $16.8M | 0.15% | −131,076−64.3% | Reduced |
| Hancock Whitney Corp | 72,571 | $16.8M | 0.57% | +5,553+8.3% | Added |
| Exchange Traded Concepts, LLC | 72,360 | $16.8M | 0.43% | +34,237+89.8% | Added |
| Mutual of America Capital Management LLC | 71,662 | $16.6M | 0.18% | −3,314−4.4% | Reduced |
| Banco Santander, S.A. | 71,204 | $16.5M | 0.20% | −290−0.4% | Reduced |
| Drexel Morgan & Co. | 70,918 | $16.4M | 3.52% | 00.0% | Unchanged |
| Gradient Investments LLC | 70,819 | $16.4M | 0.37% | −3,363−4.5% | Reduced |
| Nissay Asset Management Corp | 69,906 | $16.2M | 0.11% | +1,664+2.4% | Added |
| Whittier Trust Co | 69,876 | $16.2M | 0.23% | −2,085−2.9% | Reduced |
| Galvin, Gaustad & Stein, LLC | 69,572 | $16.1M | 1.50% | +11,564+19.9% | Added |
| Parthenon LLC | 68,740 | $15.9M | 2.02% | −814−1.2% | Reduced |
| Equitable Trust Co | 68,531 | $15.9M | 1.09% | −44,127−39.2% | Reduced |
| State of Alaska, Department of Revenue | 68,521 | $15.9M | 0.18% | −1,875−2.7% | Reduced |
| Abn Amro Investment Solutions | 68,391 | $15.8M | 0.29% | −8,347−10.9% | Reduced |
| Castleark Management LLC | 67,975 | $15.7M | 0.64% | 00.0% | Unchanged |
| Willis Investment Counsel | 67,483 | $15.6M | 1.08% | +67+0.1% | Added |
| Payden & Rygel Investment Group | 67,000 | $15.5M | 1.25% | +2,000+3.1% | Added |
| Payden & Rygel | 67,000 | $15.5M | 1.25% | +2,000+3.1% | Added |
| Private Management Group Inc | 66,762 | $15.5M | 0.59% | −293−0.4% | Reduced |
| PGGM Investments | 66,542 | $15.4M | 0.22% | +12,094+22.2% | Added |
| Connors Investor Services Inc | 66,447 | $15.4M | 1.60% | +24,160+57.1% | Added |
| Hamilton Point Investment Advisors, LLC | 66,132 | $15.3M | 2.97% | +774+1.2% | Added |
| Wesleyan Assurance Society | 65,900 | $15.3M | 1.32% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 65,896 | $15.3M | 0.81% | −351−0.5% | Reduced |
| MAI Capital Management | 65,190 | $15.1M | 0.15% | −850−1.3% | Reduced |
| Cullinan Associates Inc | 65,062 | $15.1M | 0.85% | −2,587−3.8% | Reduced |
| Torray LLC | 65,025 | $15.1M | 2.25% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 64,440 | $14.9M | 0.96% | −1,023−1.6% | Reduced |
| Shayne & Co., LLC | 64,302 | $14.9M | 4.13% | 00.0% | Unchanged |
| GWM Advisors LLC | 64,023 | $14.8M | 0.11% | +2,515+4.1% | Added |
| Optiver Holding B.V. | 63,800 | $14.8M | 0.28% | +63,800 | New |
| Assetmark, Inc | 62,845 | $14.6M | 0.05% | +1,283+2.1% | Added |
| JustInvest LLC | 62,734 | $14.5M | 0.28% | +2,585+4.3% | Added |
| Sprucegrove Investment Management Ltd | 62,497 | $14.5M | 0.75% | +900+1.5% | Added |
| O'Shaughnessy Asset Management, LLC | 62,320 | $14.4M | 0.15% | +8,002+14.7% | Added |
| Anchor Capital Advisors LLC | 62,277 | $14.4M | 0.41% | +9,769+18.6% | Added |
| La Banque Postale Asset Management SA | 61,934 | $14.3M | 0.59% | −6,106−9.0% | Reduced |
| Choate Investment Advisors | 60,572 | $14.0M | 0.37% | −464−0.8% | Reduced |
| Silvercrest Asset Management Group LLC | 59,661 | $13.8M | 0.09% | −2,033−3.3% | Reduced |
| Wealthfront Advisers LLC | 59,625 | $13.8M | 0.05% | +759+1.3% | Added |
| Kempen Capital Management N.V. | 59,391 | $13.8M | 0.15% | −10,364−14.9% | Reduced |